Latest Institutional Purchases of Ishares Tr Core Aggressive All (AOA)

AOA Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Tr Core Aggressive All (AOA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 17, 2024 Q3 2024
One Advisory Partners, LLC

BUY
 -
2.54K
New
$183K - $201K
2.54K $203K
Oct 15, 2024 Q3 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
915
+ 9.09%
$66K - $72.3K
11K $877K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
750
+ 6.93%
$54.1K - $59.3K
11.6K $923K
Oct 16, 2024 Q3 2024
Tradewinds Capital Management, LLC

BUY
 -
685
New
$49.4K - $54.1K
685 $54.7K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
400
New
$28.8K - $31.6K
400 $31.9K
Oct 21, 2024 Q3 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
361
New
$26K - $28.5K
361 $28.8K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
322
New
$23.2K - $25.5K
322 $25.7K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
243
New
$17.5K - $19.2K
243 $19.4K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
241
+ 1.41%
$17.4K - $19.1K
17.4K $1.39M
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
190
+ 42.22%
$13.7K - $15K
640 $51.1K
Oct 17, 2024 Q3 2024
Well Done, LLC

BUY
 -
137
+ 4.49%
$9.88K - $10.8K
3.19K $254K
Oct 17, 2024 Q3 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
130
New
$9.37K - $10.3K
130 $10.4K
Oct 08, 2024 Q3 2024
Syntrinsic LLC

Denver, CO
BUY
 -
127
+ 1.37%
$9.16K - $10K
9.42K $752K
Oct 24, 2024 Q3 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
110
New
$7.93K - $8.7K
110 $8.78K
Oct 07, 2024 Q3 2024
New Capital Management LP

BUY
 -
50
+ 1.46%
$3.61K - $3.95K
3.47K $277K
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
43
New
$3.1K - $3.4K
43 $3.43K
Oct 31, 2024 Q3 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
21
+ 0.46%
$1.51K - $1.66K
4.54K $362K
Nov 19, 2024 Q3 2024
Mc Ilrath & Eck, LLC

BUY
 -
15
+ 8.29%
$1.08K - $1.19K
196 $15.6K
Oct 18, 2024 Q3 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
8
New
$577 - $632
8 $638
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
3
+ 0.69%
$216 - $237
440 $35.1K
Q2 2024
Aug 14, 2024 Q2 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.35K
New
$655K - $702K
9.35K $746K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
4.55K
New
$319K - $342K
4.55K $363K
Jul 12, 2024 Q2 2024
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
3.12K
New
$219K - $235K
3.12K $249K
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.88K
New
$201K - $216K
2.88K $229K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
509
New
$35.6K - $38.2K
509 $40.6K
Jul 15, 2024 Q2 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
300
+ 10.77%
$21K - $22.5K
3.09K $246K
Aug 08, 2024 Q2 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
105
+ 3.43%
$7.35K - $7.88K
3.17K $253K
Sep 20, 2024 Q2 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
100
New
$7K - $7.51K
100 $7.98K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
76
New
$5.32K - $5.71K
76 $6.06K
Jul 25, 2024 Q2 2024
Tnf LLC

BUY
 -
73
+ 2.42%
$5.11K - $5.48K
3.09K $247K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
34
New
$2.38K - $2.55K
34 $2.71K
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
24
New
$1.68K - $1.8K
24 $1.91K
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

BUY
 -
17
+ 0.32%
$1.19K - $1.28K
5.37K $428K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
15
New
$1.05K - $1.13K
15 $1.2K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
12
New
$840 - $901
12 $957
Jul 15, 2024 Q2 2024
Guardian Financial Partners, LLC

BUY
 -
9
+ 0.29%
$630 - $676
3.07K $245K
Sep 20, 2024 Q2 2024
Centaurus Financial, Inc.

BUY
 -
5
+ 0.34%
$350 - $375
1.46K $116K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
5
New
$350 - $375
5 $399
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
4
New
$280 - $300
4 $319
Aug 12, 2024 Q2 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 1.85%
$70 - $75.1
55 $4.39K
Q1 2024
Apr 12, 2024 Q1 2024
Charles Schwab Trust CO

BUY
 -
38.1K
New
$2.58M - $2.8M
38.1K $3.04M
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
26.2K
+ 86.81%
$1.78M - $1.93M
56.5K $4.51M
May 15, 2024 Q1 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
23.3K
New
$1.58M - $1.71M
23.3K $1.86M
Apr 29, 2024 Q1 2024
Capital Advisors Inc

BUY
 -
11.2K
New
$757K - $821K
11.2K $891K
May 13, 2024 Q1 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
5.63K
New
$381K - $414K
5.63K $449K
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
4.25K
New
$288K - $312K
4.25K $339K
May 13, 2024 Q1 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
3.69K
New
$250K - $271K
3.69K $295K
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
3.51K
New
$237K - $258K
3.51K $280K
Jul 25, 2024 Q1 2024
My Legacy Advisors, LLC

BUY
 -
1.96K
+ 63.21%
$133K - $144K
5.07K $405K

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